SIAG

Signet Investment Advisory Group Portfolio holdings

AUM $195M
1-Year Est. Return 14.85%
This Quarter Est. Return
1 Year Est. Return
+14.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$89.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$4M
3
+$3.58M
4
AAPL icon
Apple
AAPL
+$3.57M
5
WMT icon
Walmart
WMT
+$3.17M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.01%
2 Healthcare 17.13%
3 Consumer Staples 14.32%
4 Financials 10.75%
5 Industrials 10.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$388K 0.44%
+5,814
52
$349K 0.39%
+5,827
53
$297K 0.33%
+2,753
54
$266K 0.3%
+2,100
55
$254K 0.29%
+5,800
56
$248K 0.28%
+2,262
57
$247K 0.28%
+3,309
58
$246K 0.28%
+3,648
59
$240K 0.27%
+6,660
60
$221K 0.25%
+5,787
61
$219K 0.25%
+8,275
62
$218K 0.24%
+5,000
63
$216K 0.24%
+6,715
64
$209K 0.23%
+650
65
$200K 0.22%
+1,758
66
$194K 0.22%
+1,221
67
$191K 0.21%
+3,884
68
$185K 0.21%
+3,028
69
$177K 0.2%
+3,400
70
$170K 0.19%
+1,298
71
$161K 0.18%
+3,100
72
$153K 0.17%
+20,000
73
$146K 0.16%
+2,150
74
$132K 0.15%
+3,611
75
$128K 0.14%
+5,000
1 2
3
4 5